Feldmeyer Financial Group
Financial Services
Dayton, Ohio, United States
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
Feldmeyer Financial Group Overview
- Headquarters
- Dayton, Ohio, United States
- Website
- feldmeyerfinancialgroup.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 1994
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Feldmeyer Financial Group
OUR MISSION FOR YOUR FINANCIAL FUTURE At Feldmeyer Financial Group, we believe you have the right to feel confident in your financial decisions. We take a highly educational approach to financial planning so you can feel knowledgeable and in control of your finances. We spend time getting to know you, and we provide relevant fiduciary guidance so you can make informed decisions to help meet your dreams and goals. Throughout the process, we simplify complex concepts and present practical solutions, so you have clarity about where you stand and the opportunities available to you. As your fiduciary and financial partner, we’re here to support and empower you, so you can confidently pursue your best life. OUR CLIENTS Relationships are a vital part of our practice, and we’re honored to work with down-to-earth people who want to make a positive impact on those around them. Our clients have worked hard to create success, and we act as a trusted partner who helps them make informed financial decisions. We provide practical advice that helps them enjoy today, prepare for a secure future, and establish a strong legacy. With 30 years in the industry, we specialize in serving: - Pre-Retirees & Retirees - People in Transition - High-Income Earners - Small Business Owners - Multi-Generational Families OUR SPECIALIZATIONS We seek to make a difference in everything we do, so we’ve intentionally specialized in certain areas that are deeply impactful to our clients. Because if you’re needing help in one of these areas, you need a uniquely qualified expert—and we’re here to help. - Small Business Advice and Exit Planning - Women’s Financial Strategies - Pension Maximization - Divorce Financial Planning
Feldmeyer Financial Group Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
Feldmeyer Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Craig Sutherland | Financial Advisor with Feldmeyer | Dayton, Ohio, United States |
Email
|
| Ceara Zennie | Client Service Specialist | Dayton, Ohio, United States |
Email
|
| Ben Feldmeyer Cfp®, Cdfa®, Cltc® | Founder & CEO of Feldmeyer Financial | Dayton, Ohio, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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